Adaptive Biotechnologies Corporation (ADPT) vs BillionToOne, Inc. (BLLN)

Adaptive Biotechnologies Corporation and BillionToOne, Inc. are both Diagnostics & Research companies. BillionToOne, Inc. is the larger, with a market value of $5.9B against $4.7B — 1.3× the size. Adaptive Biotechnologies Corporation has negative trailing earnings, so its P/E is not meaningful; BillionToOne, Inc. trades at 119×. BillionToOne, Inc. has the higher net margin (8.35% vs −20.7%) and the higher return on invested capital (34.1% vs −16.6%). Across the 16 metrics below, BillionToOne, Inc. leads on 15 and Adaptive Biotechnologies Corporation on 1.

Valuation

Metric ADPT BLLN Diagnostics & Research median
P/E n/m 119.22 33.95
P/S 15.27 14.37 4.87
P/B 31.23 10.64 3.12
Price to free cash flow n/m 172.16 34.02
EV/EBITDA n/m 94.49 25.20
EV/Sales 15.24 13.22 5.66
Earnings yield (1.39%) 0.84% (1.75%)
Free cash flow yield (0.51%) 0.58% (0.13%)

Profitability

Metric ADPT BLLN Diagnostics & Research median
Gross margin 75.57% 71.27% 50.89%
Operating margin (12.16%) 10.90% (8.57%)
Net margin (20.73%) 8.35% (6.37%)
Free cash flow margin (7.80%) 8.35% 0.00%
Return on equity (38.68%) 23.27% (2.92%)
Return on assets (11.23%) 9.09% (6.71%)
Return on invested capital (16.57%) 34.10% 0.00%

Growth

Metric ADPT BLLN Diagnostics & Research median
Revenue growth (TTM) 50.13% — 7.69%
EPS growth (last fiscal year) 63.89% 103.40% —
Revenue growth, 5-year CAGR 23.00% — 7.40%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric ADPT BLLN Diagnostics & Research median
Debt to equity 2.22 0.17 0.11
Current ratio 4.79 11.69 2.02
Net debt to EBITDA 5.43 (15.70) 0.78

Dividend

Metric ADPT BLLN Diagnostics & Research median
Dividend yield — — 0.70%
Payout ratio 0.00 — 0.00

Size

Metric ADPT BLLN Diagnostics & Research median
Market cap 4.71b 5.89b 2.56b

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